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Running Point Capital Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History

Running Point Capital Advisors’s Portfolio VGM Stock Details VGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,000
Closed -$201K – 204
2022
Q4 		$201K Hold
20,000
– – 0.12% 103
2022
Q3 		$187K Hold
20,000
– – 0.12% 93
2022
Q2 		$211K Hold
20,000
– – 0.14% 92
2022
Q1 		$232K Buy
+20,000
New +$246K 0.14% 86

Other funds holding VGM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Running Point Capital Advisors's VGM Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Invesco Trust Investment Grade Municipals (VGM) in Q1 2023, closing a stake of 20,000 shares — an estimated $201K sold.

Running Point Capital Advisors first reported a position in VGM in Q1 2022 and held it in 4 quarters. The position peaked at $232K in Q1 2022. 89 funds tracked by Wall St. Rank hold VGM as of Q1 2023.

  • Running Point Capital Advisors reported no remaining Invesco Trust Investment Grade Municipals position as of Q1 2023 after selling out during the quarter.
  • Running Point Capital Advisors sold 20,000 Invesco Trust Investment Grade Municipals shares in Q1 2023, an estimated $201K.
  • Running Point Capital Advisors first reported a position in Invesco Trust Investment Grade Municipals in Q1 2022 and held it in 4 quarters.
  • Running Point Capital Advisors's Invesco Trust Investment Grade Municipals position peaked at $232K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Trust Investment Grade Municipals as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.